Lam Research (LRCX) Competitors

$912.07
-30.83 (-3.27%)
(As of 05/17/2024 ET)

LRCX vs. ACLS, VECO, ACMR, ERII, MNTX, IVAC, ASYS, CVV, ASML, and T

Should you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Axcelis Technologies (ACLS), Veeco Instruments (VECO), ACM Research (ACMR), Energy Recovery (ERII), Manitex International (MNTX), Intevac (IVAC), Amtech Systems (ASYS), CVD Equipment (CVV), ASML (ASML), and AT&T (T).

Lam Research vs.

Lam Research (NASDAQ:LRCX) and Axcelis Technologies (NASDAQ:ACLS) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their risk, valuation, dividends, analyst recommendations, profitability, media sentiment, institutional ownership, community ranking and earnings.

Lam Research currently has a consensus price target of $957.95, indicating a potential upside of 5.03%. Axcelis Technologies has a consensus price target of $169.00, indicating a potential upside of 49.25%. Given Axcelis Technologies' stronger consensus rating and higher possible upside, analysts clearly believe Axcelis Technologies is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
6 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.70
Axcelis Technologies
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 90.0% of Axcelis Technologies shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 1.4% of Axcelis Technologies shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Lam Research has higher revenue and earnings than Axcelis Technologies. Axcelis Technologies is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lam Research$17.43B6.84$4.51B$27.1933.54
Axcelis Technologies$1.13B3.26$246.26M$7.5714.96

In the previous week, Lam Research had 26 more articles in the media than Axcelis Technologies. MarketBeat recorded 32 mentions for Lam Research and 6 mentions for Axcelis Technologies. Axcelis Technologies' average media sentiment score of 0.90 beat Lam Research's score of 0.71 indicating that Axcelis Technologies is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
10 Very Positive mention(s)
3 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Axcelis Technologies
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research has a beta of 1.51, suggesting that its stock price is 51% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.64, suggesting that its stock price is 64% more volatile than the S&P 500.

Lam Research has a net margin of 25.35% compared to Axcelis Technologies' net margin of 22.16%. Lam Research's return on equity of 45.96% beat Axcelis Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research25.35% 45.96% 20.08%
Axcelis Technologies 22.16%30.22%20.37%

Lam Research received 838 more outperform votes than Axcelis Technologies when rated by MarketBeat users. Likewise, 76.44% of users gave Lam Research an outperform vote while only 71.65% of users gave Axcelis Technologies an outperform vote.

CompanyUnderperformOutperform
Lam ResearchOutperform Votes
1389
76.44%
Underperform Votes
428
23.56%
Axcelis TechnologiesOutperform Votes
551
71.65%
Underperform Votes
218
28.35%

Summary

Lam Research beats Axcelis Technologies on 11 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LRCX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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LRCX vs. The Competition

MetricLam ResearchSpecial industry machinery IndustryComputer SectorNASDAQ Exchange
Market Cap$119.24B$26.63B$21.02B$7.96B
Dividend Yield0.85%1.39%2.71%3.91%
P/E Ratio33.5418.60232.2315.56
Price / Sales6.843.41554.7377.86
Price / Cash25.4220.1429.1531.98
Price / Book14.864.236.674.76
Net Income$4.51B$630.03M$635.03M$217.17M
7 Day Performance-0.37%0.25%2.03%2.90%
1 Month Performance2.60%4.03%5.66%6.57%
1 Year Performance52.33%12.82%24.79%10.17%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACLS
Axcelis Technologies
4.6884 of 5 stars
$112.15
+0.2%
$169.00
+50.7%
-17.8%$3.65B$1.13B14.821,704
VECO
Veeco Instruments
1.4465 of 5 stars
$38.93
+3.2%
$39.00
+0.2%
+80.8%$2.20B$687.42M-86.511,215Analyst Forecast
Insider Selling
ACMR
ACM Research
4.5734 of 5 stars
$23.16
+0.6%
$31.88
+37.7%
+139.0%$1.32B$557.72M17.551,590Short Interest ↓
ERII
Energy Recovery
4.7243 of 5 stars
$13.90
+0.3%
$25.33
+82.3%
-44.4%$796.89M$128.35M40.88269Short Interest ↑
MNTX
Manitex International
3.9412 of 5 stars
$7.02
+0.7%
$9.00
+28.3%
+49.7%$142.83M$291.39M14.93705High Trading Volume
IVAC
Intevac
0 of 5 stars
$4.05
+2.5%
N/A-19.0%$107.65M$52.67M-10.66126News Coverage
ASYS
Amtech Systems
0 of 5 stars
$5.34
+0.4%
N/A-39.8%$75.88M$113.32M-3.54405Positive News
CVV
CVD Equipment
0 of 5 stars
$4.53
-10.3%
N/A-39.4%$30.88M$24.11M-7.42128Short Interest ↓
ASML
ASML
4.2023 of 5 stars
$915.03
-0.2%
$1,036.00
+13.2%
+38.0%$361.06B$29.82B46.7342,416Positive News
T
AT&T
4.3242 of 5 stars
$17.29
+0.1%
$20.81
+20.4%
+4.4%$123.94B$122.43B9.29149,900Analyst Revision

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This page (NASDAQ:LRCX) was last updated on 5/18/2024 by MarketBeat.com Staff

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